Home 2018-08-20T18:35:30+00:00

Unraveling Tax Headaches and

Building Financial Vision

Unraveling Tax Headaches and

Building Financial Vision

Wealth Management
Tax Planning & Preparation
17October 2018

Tax Withholding Issues for Multiple Employers

October 17th, 2018|

Working for more than one employer, such as having a side job, can change your tax return more than you might expect. Filling out a W4 and determining your withholdings may not be as easy as you thought. ISSUE: When you work as an employee (vs. contract), your check has taxes taken out of it. It is a very common mistake to think that because there are taxes taken out, [...]

8October 2018

Accountant vs. Tax Preparer

October 8th, 2018|

You wouldn’t use a hammer to tighten a nut, would you? I also hope you don’t use a screwdriver to brush your teeth. For every task there are several different tools that we could use. Some are better than others, but there is usually one that stands out as the best solution. The best solution is achieved by maximum efficiency, best fit, ease of use, cost, or even knowledge. The [...]

1October 2018

Should I Pay Off My Home?

October 1st, 2018|

As a tax professional, this question is often asked by my clients. With the passing of the Tax Cuts and Jobs Act of 2017 and the first major overhaul to our tax code since 1986, I thought it might be helpful to take a new look at this old question. One of the first things to consider when looking at paying off your home is where will the money to [...]

24September 2018

The Most Important thing to Know Before Starting Your Own Business

September 24th, 2018|

You have a killer idea, or you’re really good at something, and you want to start a business. Did you know that according to the Small Business Administration (SBA), approximately 543,000 businesses are started every month, and more businesses shut down each month than start up? Many people start their own business because they determined they were good at something and could make a living doing it. However, I’d like [...]

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